Filed January 31, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $46,276 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $10,160 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $3,280 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,139 | $65,376+219.9% | $87,100+140.1% | $65,185+220.8% |
| Participation rate | 95.0% | 75.3%+19.7pp | 76.9%+18.1pp | 70.2%+24.8pp |
| Annual return | 19.52% | 31.27%-11.8pp | 28.19%-8.7pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,276 | $1,822+24.9% | $2,521-9.7% | $2,177+4.6% |
| Participant deferral / active EE | $8,971 | $3,388+164.7% | $4,049+121.6% | $3,514+155.3% |
| Admin fee / account holder | $386 | $520-25.7% | $7,497-94.9% | $847-54.4% |